Aigen Investment Management’s Bank OZK OZK Stock Holding History

Aigen Investment Management’s Portfolio OZK Stock Details OZK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$416K	Buy	7,985 +2,785	+54%	+$136K	0.11%	226
2026 Q1	$239K	Buy	+5,200	New	+$245K	0.06%	384
2025 Q4	–	Sell	-4,088	Closed	-$208K	–	883
2025 Q3	$208K	Sell	4,088 -5,925	-59%	-$303K	0.03%	667
2025 Q2	$471K	Buy	+10,013	New	+$438K	0.06%	415
2025 Q1	–	Sell	-7,540	Closed	-$336K	–	958
2024 Q4	$336K	Buy	+7,540	New	+$345K	0.06%	447
2024 Q2	–	Sell	-4,600	Closed	-$209K	–	959
2024 Q1	$209K	Buy	+4,600	New	+$206K	0.05%	535
2020 Q3	–	Sell	-9,798	Closed	-$230K	–	1048
2020 Q2	$230K	Buy	+9,798	New	+$210K	0.03%	675
2020 Q1	–	Sell	-712	Closed	-$22K	–	1478
2019 Q4	$22K	Buy	+712	New	+$20.9K	﹤0.01%	901

Other funds holding OZK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Aigen Investment Management's OZK Position: Q2 2026 in Review

Aigen Investment Management increased its Bank OZK (OZK) stake by 54% in Q2 2026, buying an estimated $136K and bringing the position to 7,985 shares worth $416K. The position accounts for 0.11% of the portfolio, ranked #226.

Aigen Investment Management first reported a position in OZK in Q4 2019 and has held it in 8 quarters since. The position peaked at $471K in Q2 2025. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Aigen Investment Management held 7,985 shares of Bank OZK worth $416K as of Q2 2026.
Aigen Investment Management bought 2,785 Bank OZK shares in Q2 2026, an estimated $136K.
Bank OZK made up 0.11% of Aigen Investment Management's portfolio in Q2 2026, its #226 holding.
Aigen Investment Management first reported a position in Bank OZK in Q4 2019 and has held it in 8 quarters since.
Aigen Investment Management's Bank OZK position peaked at $471K in Q2 2025.
529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.